CRM by Business Unit
Allowing a multi-channel CRM to split the notion of Sales team and the notion of Business type, create dedicated pipeline for each business type to manage business type effectively
CRM by Business Unit
Allowing a multi-channel CRM to split the notion of Sales team and the notion of Business type, create dedicated pipeline for each business type to manage business type effectively
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo proposes one general pipeline and split opportunities via the sales team notion.
CLUEDOO'S FUNCTIONS
Cluedoo proposes to manage business types thanks to a multi-channel CRM to split the notion of sales team and the notion of Business type, as well as create a dedicated pipeline for each business type.
MODULE +
Using the same CRM and the same database, but in different fashion: you get the advantages of working together without the drawbacks to find a streamlined working process.
BUSINESS CASE
The classic way of performing a Multi-CRM is to split B2B and B2C activities because the ways to communicate and obtain information are different.
CLUEDOO RECOMMENDATION
OUR FEATURES AS SOLUTIONS
Multi-channel CRM
Create dedicated pipeline for each business type.
HOW TO USE THIS MODULE
Required Module
Business Unit Management
1
Go to Settings → Users & Companies → Business Type. Create a new business type, give the name, and then set the prefix and suffix.
2
We can also create a menu for this business type.
3
The Create Menu wizard will pop up. Create the name, select the menu action, and then select the parent menu (where the menu will be shown).
4
Now go to CRM → Sales. We can find the menu of the business type that we just created.
5
After creating the business type, go to the user and set "Allowed Business Type".
6
When we create an opportunity in the Multi-CRM menu, the user can only create with the allowed business type. The lead code will automatically be created based on sequence of the business type.
